Pioneer Wealth Manager - Private Banking
- Category: Bank Jobs
- Location: Bangalore, Karnataka
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 21K to 23K
- Published on: 2025/10/03
Client Relationship Management: Develop and maintain strong relationships with clients by understanding their financial needs and goals. Provide personalized advice and services to meet these objectives.
- Wealth Management Strategies: Design and implement comprehensive wealth management strategies, including asset allocation, investment planning, tax optimization, and estate planning.
- Redstone Search-Portfolio Management: Monitor and manage clients' investment portfolios, making adjustments as needed to align with their financial goals and risk tolerance.
- Credit and Lending Solutions: Provide customized credit and lending solutions to clients, assessing their financial needs and structuring appropriate loan arrangements.
- Regulatory Compliance and Due Diligence: Ensure adherence to regulatory requirements and internal policies, conducting due diligence to mitigate risks.
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